CRMJetty

Managing premium payments should be simple, but for most insurance companies, it’s still a never-ending maze of manual updates, delayed reminders, and billing records that never seem to match up. Even with powerful CRMs like Salesforce or Dynamics in place, a lot of insurers are still stuck reconciling payments through spreadsheets or chasing overdue premiums through email threads. And honestly, one missed reminder or mismatched entry is all it takes for collections to lag an

Most associations and NGOs treat Salesforce like their digital brain, storing every member interaction, donation, and event RSVP in its vast neural network. Here’s the kicker, though: Salesforce, for all its brilliance, often operates like a genius that prefers to work solo — great internally, but hard to extend outward to members and partners. Sure, it’s fantastic at managing internal operations, but asking members to navigate it directly is like handing them the keys to a s

We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind easy integration with its CRMs. In Salesforce, Communities are designed to help organizations collaborate better with external users such as customers, partners

For manufacturing businesses, a single missed deadline can ripple into bigger issues like production delays, inflated operational costs, damaged SLAs with customers, and more. And, even with a robust ERP and CRM system like Dynamics 365, you can optimize the internal processes. But until you continue to use outdated systems, collaboration gaps will persist in external collaborations, such as connecting with the vendors. For instance, A Dubai-based auto parts manufacturer with

Your CRMJetty portal just got a comprehensive upgrade. We’ve been paying attention to your feedback and developing the things you’ve asked for most in the Dynamics and Salesforce ecosystems. Well, you now have more customization options, better security controls, and speedier processes right at your fingertips. The sixteen enhancements in this release are intended to increase the flexibility, security, and efficiency of your portal management.  All of these cover a wide range